CA

Crewe Advisors Portfolio holdings

AUM $707M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$578M
AUM Growth
-$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.8M
3
+$1.47M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$1.33M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.28M

Top Sells

1
+$16.3M
2
+$15.8M
3
+$13.9M
4
AAPL icon
Apple
AAPL
+$12.8M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.19M

Sector Composition

1 Healthcare 21.14%
2 Financials 6.03%
3 Technology 0.34%
4 Energy 0.3%
5 Industrials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$149 ﹤0.01%
2
477
$149 ﹤0.01%
+4
478
$148 ﹤0.01%
2
479
$147 ﹤0.01%
10
480
$147 ﹤0.01%
+2
481
$145 ﹤0.01%
+3
482
$145 ﹤0.01%
3
483
$144 ﹤0.01%
+11
484
$144 ﹤0.01%
2
485
$144 ﹤0.01%
2
486
$142 ﹤0.01%
3
487
$142 ﹤0.01%
+5
488
$142 ﹤0.01%
+1
489
$140 ﹤0.01%
2
490
$140 ﹤0.01%
+3
491
$139 ﹤0.01%
5
-21
492
$138 ﹤0.01%
7
493
$138 ﹤0.01%
13
494
$136 ﹤0.01%
3
+1
495
$136 ﹤0.01%
+39
496
$135 ﹤0.01%
8
497
$133 ﹤0.01%
2
498
$132 ﹤0.01%
3
+1
499
$132 ﹤0.01%
4
500
$132 ﹤0.01%
+6
18 19
20
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